Using proprietary data analysis to find key insights into the buyer journey across generations.

1. User Interface Design & The
Boomer, Senior, And Caregiver
Market
Zillner Overview and Insights
3.26.15

2. Copyright
2
This document is protected under the copyright laws of the United States and other countries as an
unpublished work. This document contains information that is proprietary and confidential to Zillner,
which shall not be disclosed or duplicated, used or disclosed in whole or in part by the recipient for
any purpose other than to evaluate this document. Any other use or disclosure in whole or in part of
this information without the express written permission of Zillner is prohibited.

3. Agenda
2
Overview
Introduction
Who is Zillner
Insights
Senior Buyer Journey
Senior Digital Analysis
User Experience (UX) Jumpstart
Summary & Closing
Lean more about Zillner

4. Introduction
3
Andrew
Doak
Execu&ve
Crea&ve
Director
Andrew
manages
the
crea/ve
team,
owns
the
crea/ve
strategy
for
the
Zillner
brand
and
consults
with
clients
regarding
op/mal
consumer
engagement
and
conversion.
Previously,
Andrew
was
the
Prac/ce
Director
for
the
AV
Studios
team
and
Visual
Engineering
group
at
UST
Global.
He
consulted
and
worked
hands
on
with
organiza/ons
to
op/mize
and
implement
strategic
ini/a/ves
designed
to
resonate
with
target
consumers
and
key
business
partners.
He
relishes
the
opportunity
to
speak
to
audiences
large
and
small
about
the
ever-­‐evolving
landscape
of
crea/ve,
user
experience,
mobile,
visualiza/on,
social
applica/ons
and
the
importance
of
hybrid
marke/ng.
hIps://www.linkedin.com/in/andrewdoak
Execu&ve
Crea&ve
Director

5. Who is Zillner
4
Founded
in
1992,
Zillner
(www.Zillner.com)
has
established
a
strong
reputa/on
as
an
expert
marketer
in
the
senior
housing
industry.
Through
data-­‐driven
research
like
its
recent
publica/on,
All
the
Wiser™,
on
the
spending
power
of
seniors,
the
agency
has
a
superior
understanding
of
how
older
people
make
considered
purchase
decisions
that
require
larger
investments
of
/me
and
money.
Zillner
is
applying
this
knowledge
on
a
broader
scale
by
expanding
its
focus
from
solely
represen/ng
re/rement
communi/es
to
include
other
companies
that
target
senior
and
Baby
Boomer
consumers.

6. Senior Buying Journey
5
The
Zillner
study
for
All
The
Wiser
aimed
to
find
key
insights
into
the
buyer
journey
across
genera/ons.
Product
categories
included
real
estate,
technology,
over
the
counter
medica/ons,
apparel
and
financial
products/services.
Technology

7. 22.12%
RESPONSE RATE
SPEND 3+ HOURS
ON THE INTERNET A DAY
69% 3+
EMAIL IS SENT/RECEIVED
MOSTLY ON A DESKTOP
ACCESS THE INTERNET
ON ALL DEVICES EVENLY
44%
HAVE BEEN A VICTIM OF
INTERNET FRAUD OR SCAM
50%
HAVE BEEN INFECTED
BY A VIRUS
75%
TABLETS ARE USED FOR
RESEARCHING PRODUCTS
OR SERVICES
INTERNET IS USED
FOR RESEARCHING
PRODUCTS/SERVICES
OR EMAILING
MOST RESPONDENTS PREFERRED
RECEIVING COUPONS OR
BEING CONTACTED BY AN
ADVERTISER VIA EMAIL
SALE
Senior Digital Analysis
6
The
Zillner
Digital
Survey
reached
and
seniors
aged
65
to
85
na/onwide.
Respondents
reported
a
net
worth
ranging
from
$250K
to
$1MM
and
an
annual
income
greater
than
$50K.

8. UX Jumpstart
7
Activities Tasks
Research, Baseline
Current Workflows &
Persona Profiles
• Begin by reviewing available documentation from CLIENT prior to meeting with business stakeholders
[Zillner]
• Provide access to business stakeholders [CLIENT]
• Provide access to in-scope systems [CLIENT]
• Provide scheduled time with internal stakeholder [CLIENT]
• Assist in scheduling and coordination of meetings [CLIENT]
• Provide a list of upcoming Member initiatives that impact this initiative [CLIENT]
• Baseline Current Workflows [Zillner] [CLIENT]
• Develop High Level Persona Groups [Zillner]
• Validate with existing documentation and process flows [Zillner] [CLIENT]
• Create document set [Zillner]
User/Process Flows • Based on both Personas, map out initial 10-15 Daily/Weekly Work Flows [Zillner] [CLIENT]
• Design visual representations to accompany both selected Persona Profiles and Work Flows [CLIENT]
• Validate internally with Zillner/CLIENT team [Zillner] [CLIENT]
Persona/Flow Validation • Provide access to business stakeholders [CLIENT]
• Provide scheduled time with internal stakeholder [CLIENT]
• Assist in scheduling and coordination of meetings [CLIENT]
• Review current Work Flows via presentation [CLIENT]
• Document feedback [Zillner]
• Create updated Work Flows based on feedback [Zillner]
• Develop Scorecard against Flows and Profiles [Zillner]
• Generate Gaps in Work Flow final document [Zillner]
Reusable Templates for
System Guidelines
• Review existing guidelines [Zillner]
• Develop core visual assets for leveraging full system integration [Zillner]
• Create documentation for use and implementation [Zillner]
• Review with CLIENT for feedback and adjustments [Zillner] [CLIENT]
• Finalize document and present to CLIENT team [Zillner] [CLIENT]

9. Additional Questions
8
For
addi/onal
ques/ons
regarding
informa/on
in
this
presenta/on
or
Zillner
as
a
Boomer
Senior
Consumer
Agency,
please
contact:
Execu&ve
Crea&ve
Director
andrewd@zillner.com
Execu&ve
Director,
Business
Development
chrisg@zillner.com

10. Learn More About Zillner
www.zillner.com
9

11. Thank You